News

The Bank of Korea is expected to leave rates unchanged, while Bangko Sentral ng Pilipinas is seen easing. Other highlights ...
Oil prices are set to finish this week higher as hopes for an imminent ceasefire between Russia and Ukraine fade Oil prices moved higher yesterday as the initial enthusiasm over progress towards a ...
Japan’s July consumer price inflation data was broadly in line with the market consensus. Headline inflation slowed thanks to ...
We see a likely fall in US bank reserves ahead, but we think the system can take it. If not, the Fed has a repo solution. And can always rebuild reserves ...
Chair Powell on Thursday has even more reason to avoid caving to the rate-cut crew, led by cheerleader in chief Donald J ...
On a more sobering note, the framework agreement serves as a painful reminder of Europe’s current dependency on the US - more so than vice versa. It’s difficult to call this a “deal” when it reads ...
Upside risks to inflation stressed by policymakers recently are fading, and there is still sizeable room to reduce the restrictiveness of monetary policy in Poland. We foresee further policy easing in ...
Eurozone manufacturing data has jumped around in response to US tariffs, particularly concerning pharmaceuticals. Production plunged in June, but the PMI suggests that things are on the up for ...
The euro's potential as a global currency is gaining traction. Our webinar will cover the progress made since Christine Lagarde’s landmark speech ...
One interesting snippet for FX markets in those FOMC minutes were remarks that the available data showed 'relative stability' ...
Market yields were up across the curve on the back of these minutes - makes sense. There is also a nod to bank reserves, which can fall as the Treasury rebuilds its cash balance. But the Fed notes the ...
Earlier in August, we published our monthly FX update. That was centred around the view that the last line of defence for the ...